See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,419 | $95,803-57.8% | $113,168-64.3% | $84,808-52.3% |
| Participation rate | 69.8% | 72.9%-3.1pp | 76.6%-6.8pp | 68.3%+1.5pp |
| Annual return | 35.37% | 25.00%+10.4pp | 24.27%+11.1pp | 40.90%-5.5pp |
| Employer contribution / active EE | $2,000 | $2,360-15.2% | $2,975-32.8% | $2,631-24.0% |
| Participant deferral / active EE | $4,889 | $4,242+15.2% | $5,107-4.3% | $4,212+16.1% |
| Admin fee / account holder | $8,975 | $8,989-0.2% | $12,068-25.6% | $7,344+22.2% |